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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,326 | $110,337-64.4% | $102,383-61.6% | $145,877-73.0% |
| Participation rate | 46.7% | 77.9%-31.3pp | 74.5%-27.8pp | 80.3%-33.6pp |
| Annual return | 14.36% | 24.83%-10.5pp | 24.94%-10.6pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,726 | $4,216-59.1% | $3,870-55.4% | $4,663-63.0% |
| Participant deferral / active EE | $5,131 | $5,621-8.7% | $5,060+1.4% | $6,691-23.3% |
| Admin fee / account holder | $1,521 | $9,750-84.4% | $8,391-81.9% | $13,402-88.6% |